First Stock Analysis

Investment Analysis Clubs Saul’s Investing Discussions
1

Saul,

Just wanted you to know that I actually did my first analysis today and made a decision based upon it.

I have owned AMBA for quite a while, and after watching their price settle for the last week or two, I decided to look at their numbers today in their investor relations page.

I don’t know if this will line up or not, but what I see is that their earnings and revenue, while still good, are dropping from their previous growth rate.

Quarter Revenue % from year Earnings Non-Gap Year Eanings
4th 2012 24.6 0.08 0.45
1st 2013 25.9
2nd 2013 28 0.23
3rd 2013 35.7 0.31
4th 2013 31.5 28.30% 0.18 0.79
1st 2014 33.9 30% 0.21
2nd 2014 37.7 35% 0.26
3rd 2014 46 29% 0.37
4th 2014 40 26.80% 0.26 1.1
1st 2015 40.9 21% 0.25

When I look at that and compare it to the numbers for SWKS in your post #4891, the choice seems clear to me.

While this is a basic analysis, it is my first one ever, and I took an action based upon it. I never would have done that without your help Saul.

Thank you,
Tdonb

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2

While this is a basic analysis, it is my first one ever, and I took an action based upon it. I never would have done that without your help Saul.

Congratulations Tdonb. Remember though, that not all your decisions will prove correct, and don’t be discouraged if some turn out wrong. You just need to have your portfolio balance grow, you don’t have to have all your picks turn out right.
Saul

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